🚀 New: Request a client to fill out a form for a specific workspace

You can now send form completion requests for forms tied to specific workspaces.

⚙️ How it works:

• From the Forms tab in the workspace inbox view, click “Request a completion”

• Choose the form you want to send

• Select a client who has access to this workspace

🔎 New filters added

To help you navigate forms more easily, you can now filter by:

• All forms: Shows every form assigned to clients who are active in the workspace.

• This workspace only: Shows only the form requests that are specifically linked to this workspace.

👀 What your client sees

• Forms linked to a workspace appear in the Action required section inside that workspace.

• Any other forms sent to your client still appear in their portal under the Forms tab.

This keeps things clear and prevents confusion across workspaces ✨